Siena Capital Partners’s WSFS Financial WSFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.41M | Hold |
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|
2025
Q1 | $2.27M | Hold |
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|
2024
Q4 | $2.33M | Hold |
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|
2024
Q3 | $2.23M | Hold |
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|
2024
Q2 | $2.06M | Hold |
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|
2024
Q1 | $1.98M | Hold |
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|
2023
Q4 | $2.01M | Hold |
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|
2023
Q3 | $1.65M | Hold |
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|
2023
Q2 | $1.65M | Hold |
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|
2023
Q1 | $1.65M | Hold |
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|
2022
Q4 | $1.99M | Hold |
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|
2022
Q3 | $2.04M | Hold |
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|
2022
Q2 | $1.76M | Hold |
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|
2022
Q1 | $2.04M | Sell |
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|
2021
Q4 | $3.47M | Hold |
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|
2021
Q3 | $3.56M | Hold |
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|
2021
Q2 | $3.23M | Hold |
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|
2021
Q1 | $3.45M | Hold |
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|
2020
Q4 | $3.11M | Hold |
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|
2020
Q3 | $1.87M | Hold |
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|
2020
Q2 | $1.99M | Buy |
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